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Phone-Based Advisor

Serve existing and referred perspective clients via the phone in a team-based, collaborative environment in one of our three Home Offices.

Learn more about the Phone-Based Advisor business model here.


Initial salaried, shifting to salary + incentives

Program Length:

Full-time role (with an 11-month training period)

Licensing Preparation:

Series 7 and Series 66

Training Location:

St. Louis, Charlotte, Salt Lake City

Program Structure and Timeline

Each of our training programs are designed to give potential Financial Advisors the tools they need to succeed — coaching and mentoring, hands-on learning opportunities and comprehensive training courses.

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Weeks 1-13

Investment Licensing and Training

  • Series 7 and Series 66 exam preparation
  • Experienced Home Office Investment Licensing Training professionals provide coaching and monitoring to assist you along the way
  • Additional classroom based preparation, in-person reviews and coaching sessions on specific topics
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Weeks 14-19

Functional Job Training

  • Consultative sales-focused program (Wells Fargo Way) with weekly in-depth training on each part of the process
  • “Nesting” period — live client calls with in-person support from trainers, coaches or managers


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Week 20-44

Sales Training and Coaching

  • Specific skill training sessions to reinforce Wells Fargo Way consultative sales process. Contains client engagement, discovery, solutions, recommendations and closing
  • After training period, advisors participate in weekly goal-setting meetings with sales managers, monthly sales meetings with coaches and receive on-going sales training